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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAN
301
Excelsior Advisor Network
Colorado
$5.02M -$400K -1,277 -7%
BF
302
Brooklyn FI
New York
$4.97M +$216K +690 +4%
OCM
303
Objective Capital Management
Ohio
$4.96M +$313 +1 +0%
EP Wealth Advisors
304
EP Wealth Advisors
California
$4.93M +$162K +519 +3%
WIM
305
Warwick Investment Management
Texas
$4.91M +$11K +35 +0.2%
Ritholtz Wealth Management
306
Ritholtz Wealth Management
New York
$4.89M +$626 +2 +0%
BFPW
307
BOK Financial Private Wealth
Colorado
$4.88M – – –
Citigroup
308
Citigroup
New York
$4.86M +$79.8K +255 +2%
TCG
309
Transcendent Capital Group
Oklahoma
$4.86M +$36.6K +117 +0.7%
PP
310
PDS Planning
Ohio
$4.83M -$73.8K -236 -1%
RCAG
311
Rehmann Capital Advisory Group
Michigan
$4.81M -$7.82K -25 -0.2%
Glenmede Trust
312
Glenmede Trust
Pennsylvania
$4.77M -$6.26K -20 -0.1%
Simon Quick Advisors
313
Simon Quick Advisors
New Jersey
$4.76M -$866K -2,768 -15%
Washington Trust
314
Washington Trust
Rhode Island
$4.72M -$55.4K -177 -1%
MWA
315
Medallion Wealth Advisors
Connecticut
$4.71M +$214K +684 +5%
Sax Wealth Advisors
316
Sax Wealth Advisors
New Jersey
$4.71M – – –
IWC
317
Infinity Wealth Counsel
Ohio
$4.71M +$61K +195 +1%
GWS
318
Glassman Wealth Services
Virginia
$4.7M +$8.76K +28 +0.2%
TWM
319
Tumwater Wealth Management
Idaho
$4.69M – – –
Kingsview Wealth Management
320
Kingsview Wealth Management
Oregon
$4.62M +$111K +356 +2%
JWM
321
Johnson Wealth Management
North Dakota
$4.59M -$3.13K -10 -0.1%
AFP
322
ATLas Financial Planning
Georgia
$4.42M +$56.3K +180 +1%
TFCP
323
Twin Focus Capital Partners
Massachusetts
$4.33M +$136K +436 +3%
Aspiriant LLC
324
Aspiriant LLC
California
$4.32M +$1.25K +4 +0%
PWA
325
PCG Wealth Advisors
Kansas
$4.29M -$60.7K -194 -1%